Account Type****** ***Account Owner*** ********Account Opps/Deals******** ****Closed Won • Dec 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Rockefeller Capital ManagementVice President, Investment ManagerAug 21 - PresentStephensPrivate Client GroupAug 17- Aug 21
Daniel J LeeChief Financial OfficerView Profile, daniel j. leeDeron MccoyChief Investment OfficerView Profile, deron mccoyBobby MarzChief Accounting OfficerView Profile, bobby marz